Group 1 - The Ministry of Agriculture and Rural Affairs has issued a notice to accelerate the relief and high-quality development of the dairy industry, emphasizing the implementation of a whitelist system for dairy farms with good credit and operational levels [1] - Financial institutions are encouraged to innovate financial products like "silage loans" to meet the funding needs for silage feed storage, and eligible projects will be included in the agricultural infrastructure financing project library [1] - The notice aims to strengthen the precise connection between banks, government, and enterprises, guiding financial institutions to provide credit support through extensions and renewals without blindly withdrawing or limiting loans [1] Group 2 - CITIC Securities reports that dairy prices have been at historical lows for nearly four years, leading to widespread losses in the industry, with a strong desire for de-stocking [2] - The demand for funding during the silage season is expected to be high, and the price of culling cows is rising, prompting weaker credit-qualified farms to accelerate de-stocking by trading cows for feed [2] - Guotai Junan Securities anticipates that the national childcare subsidy program, which is expected to distribute around 100 billion annually, will boost demand for dairy products, particularly milk powder, despite a projected decline in birth rates [2] Group 3 - Relevant Hong Kong stocks in the dairy industry include Ausnutria (01717), H&H International Holdings (01112), Mengniu Dairy (02319), Modern Dairy (01117), China Feihe (06186), Yurun Dairy (09858), and Original Ecological Dairy (01431) [3]

10:00 中国贸促会召开7月例行新闻发布会 15:00 商务部召开7月第4次例行新闻发布会 【财经日历】 09:30 中国7月官方制造业PMI 20:30 美国截至7月26日当周初请失业金人数 | | 盘前必读 | 外盘怎么样 // | | --- | --- | --- | | 3 | | | | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | | 道琼斯工业指数 | 44461.28 | -171.71 | -0.38% | | 纳斯达克指数 | 21129.67 c | 31.38 | 0.15% | | 标普500 | 6362.90 | -7.96 | -0.12% | 机构认为，央行超预期货币宽松，公开市场持续投放流动性，或带动A股中期走强。 美股三大指数收盘涨跌不一，道指跌0.38%，纳指涨0.15%，标普500指数跌0.12%。 热门科技股涨跌不一，英伟达涨超2%，博通涨超1%，苹果跌超1%。 纳斯达克中国金龙指数收跌1.82%，热门中概股多数下跌，蔚来、新东方跌超4%，理想汽车跌超3%，拼多多、小鹏汽车跌超2%，阿里巴巴、京东跌超1%。 美国第 ...

Important Market News - The Federal Reserve announced to maintain the federal funds rate target range at 4.25% to 4.50%, marking the fifth consecutive meeting without a rate change, reflecting a cautious stance amid economic uncertainties [1] - U.S. stock indices showed mixed results, with the Dow down 0.38%, Nasdaq up 0.15%, and S&P 500 down 0.12%. Notable tech stocks had varied performances, with Nvidia rising over 2% and Apple falling over 1% [1] - International precious metal futures generally declined, with COMEX gold futures down 1.58% to $3327.9 per ounce, while oil prices increased, with WTI crude up 1.57% to $70.30 per barrel [2] Industry Insights - China successfully launched the low Earth orbit (LEO) satellite internet 06 group using the Long March 8 rocket, showcasing multiple technological innovations. The competition for satellite deployment is intensifying as operators must complete satellite deployment within a limited timeframe to secure resources [3] - China Unicom has launched eSIM services across 25 provinces, with plans for nationwide coverage by year-end. The introduction of eSIM technology is expected to simplify user operations and enhance device reliability, with a projected increase in global IoT connections using eSIM from 22 million in 2023 to 195 million by 2026 [4] - The Chinese government introduced a childcare subsidy program, allocating approximately 90% of the funding from the central government, with an initial budget of around 90 billion yuan for 2023. This policy aims to stimulate the birth rate and support the mother and baby industry [5][6] Company Updates - Several companies announced plans for share reductions by major shareholders, including Haotou Co., Wansheng Co., and Rongda Technology, with reductions ranging from 0.08% to 3% of total shares [7][8]

证券时报记者 贺觉渊 "8月下旬陆续开放育儿补贴申领""通过全国统一育儿补贴信息管理系统线上申领""中央财政今年初步安 排预算900亿元"……在7月30日召开的国新办新闻发布会上，国家卫生健康委等部门相关负责人披露了 育儿补贴的申领时间、申领渠道、申领方式等具体细节。 从2025年1月1日起,每孩每年发放育儿补贴3600元，至其年满3周岁。这项涉及千家万户的全新公共政 策，是结合我国当前发展阶段居民的养育成本和政府财力状况等多种因素，参考国际上育儿补贴的相关 情况，按照尽力而为、量力而行的原则综合确定的。 "育儿补贴是新中国成立以来首次大范围、普惠式、直接性向群众发放的民生保障现金补贴，是一项惠 民利民的重大举措。"国家卫生健康委副主任郭燕红在新闻发布会上表示，育儿补贴不分城乡、民族、 区域，也不分一孩、二孩或者三孩，实现三孩生育政策下家庭支持的全面覆盖。 育儿补贴具体何时申领？如何申领？由谁申领？本场新闻发布会给出了详细解答。 在申领时间上，各地将在8月下旬陆续开放育儿补贴申领，8月31日前各地全面开放育儿补贴的申领。 在申请方式上，育儿补贴主要通过全国统一的育儿补贴信息管理系统线上申领，各地省级政务服务平 ...

Group 1 - The Central Political Bureau meeting emphasized enhancing the attractiveness and inclusiveness of the domestic capital market to consolidate its recovery momentum [1] - The meeting highlighted the need to prevent and resolve risks in key areas, including local government debt and hidden debts [1] - It called for expanding high-level opening-up and stabilizing foreign trade and investment, with measures to support foreign trade enterprises [1] Group 2 - The Ministry of Finance announced that it will issue a management approach for childcare subsidy funds in collaboration with the National Health Commission [2] - The childcare subsidy system aims to ensure safety, efficiency, and social supervision in fund distribution [2] - The central government has allocated a preliminary budget of approximately 90 billion yuan for childcare subsidies this year [10] Group 3 - The Ministry of Agriculture and Rural Affairs issued a notice to accelerate support for the dairy industry and enhance its high-quality development [4] - Policies include financial service guarantees, cost reduction, and promoting the development of dairy products [4] Group 4 - The National Internet Information Office released a report advocating for accelerated innovation in network information technology and industry ecosystem development [5] - The report emphasizes self-reliance, public benefit, and international cooperation in information technology [5] Group 5 - The Chinese coking industry association decided to raise prices for various types of coke starting from July 31, with increases of 50 to 75 yuan per ton [6] Group 6 - The launch of the national AI open-source platform "Huanxin Community" aims to lower the application threshold for AI technology and foster a competitive domestic AI ecosystem [7][8] Group 7 - The successful development of a neutrino power generation device by "Yutai Energy" marks a significant step towards commercial application, with a notable reduction in generation costs [11]

Core Viewpoint - The implementation of a nationwide cash subsidy for child-rearing is a significant measure aimed at improving people's livelihoods and supporting long-term development [1] Group 1: Policy Principles - The principles guiding the effective implementation of the subsidy include "improving livelihoods, benefiting the people," "coordinated connection, ensuring fairness," "doing what is feasible, within capacity," and "safety regulations, simplicity and ease of use" [1] - The complexity of the nationwide child-rearing subsidy requires optimization of work processes, accountability in management, and improved service efficiency to ensure successful execution [1] Group 2: Policy Development - The initiative includes direct disbursement of maternity insurance benefits to insured individuals and the gradual promotion of free preschool education measures [1] - The goal is to enhance the supportive policy framework and incentive mechanisms to foster a child-friendly society, thereby providing robust support for high-quality population development [1] Group 3: Population Service System - Emphasizing policy collaboration and investing in human resources, the aim is to accelerate the establishment of a comprehensive population service system that covers all demographics and life stages [1] - This approach is essential for addressing the critical issue of population development, which is vital for the sustainable future of the Chinese nation and the well-being of millions [1]

育儿补贴具体何时申领？如何申领？由谁申领？本场新闻发布会给出了详细解答。 在申领时间上，各地将在8月下旬陆续开放育儿补贴申领，8月31日前各地全面开放育儿补贴的申领。 "8月下旬陆续开放育儿补贴申领""通过全国统一育儿补贴信息管理系统线上申领""中央财政今年初步安 排预算900亿元"……在7月30日召开的国新办新闻发布会上，国家卫生健康委等部门相关负责人披露了 育儿补贴的申领时间、申领渠道、申领方式等具体细节。 从2025年1月1日起,每孩每年发放育儿补贴3600元，至其年满3周岁。这项涉及千家万户的全新公共政 策，是结合我国当前发展阶段居民的养育成本和政府财力状况等多种因素，参考国际上育儿补贴的相关 情况，按照尽力而为、量力而行的原则综合确定的。 "育儿补贴是新中国成立以来首次大范围、普惠式、直接性向群众发放的民生保障现金补贴，是一项惠 民利民的重大举措。"国家卫生健康委副主任郭燕红在新闻发布会上表示，育儿补贴不分城乡、民族、 区域，也不分一孩、二孩或者三孩，实现三孩生育政策下家庭支持的全面覆盖。 近年来，部分地区已探索实施本地育儿补贴政策，补贴标准不一，且多数地区并未将一孩纳入补贴范 围。 "国家育儿补贴 ...

财政部社会保障司司长郭阳介绍，中央财政将设立共同财政事权转移支付项目"育儿补贴补助资金"，今 年初步安排预算900亿元左右。对于发放国家基础标准补贴所需资金，中央财政按照一定比例对地方予 以补助，中央总体承担约90%。 在加强资金管理监督方面，郭阳表示，财政部近期将会同国家卫生健康委印发育儿补贴补助资金管理办 法，明确资金分配使用和管理监督的具体要求，细化规范资金下达流程，落实各级工作责任。两部门将 对补助资金实行全过程预算绩效管理，做好绩效监控和绩效评价，确保管好用好财政资金。 郭阳说，目前，各级财政部门正在会同卫生健康部门紧锣密鼓开展补助资金的测算和下达工作，财政部 将配合卫生健康部门对资金申领发放各环节实行全过程监管，确保每一笔资金都安全抵达。 国家卫生健康委人口家庭司司长王海东介绍，根据实施方案，从2025年1月1日起，对符合法律法规规定 生育的3周岁以下婴幼儿发放补贴，至其年满3周岁。同时，育儿补贴的发放对象也包括2025年1月1日之 前出生的3周岁以下婴幼儿，这部分婴幼儿按照应补贴月数折算计发补贴，发放到年满3周岁。"也就是 说，2022年1月1日以后出生的符合条件的婴幼儿，都可以领取育儿补贴。" ...

● 本报记者 欧阳剑环 近日，中共中央办公厅、国务院办公厅印发了《育儿补贴制度实施方案》。多部门有关负责人7月30日 在国新办举行的新闻发布会上介绍，2022年1月1日以后出生的符合条件的婴幼儿都可以领取育儿补贴。 按照工作计划，各地将在8月下旬陆续开放育儿补贴申领，8月31日前各地全面开放育儿补贴的申领。据 悉，中央财政将设立共同财政事权转移支付项目"育儿补贴补助资金"，今年初步安排预算900亿元左 右。 惠民利民重大举措 国家卫生健康委副主任郭燕红介绍，育儿补贴是新中国成立以来首次大范围、普惠式、直接性向群众发 放的民生保障现金补贴，是一项惠民利民的重大举措。育儿补贴不分城乡、民族、区域，也不分一孩、 二孩或者三孩，实现三孩生育政策下家庭支持的全面覆盖，确保符合条件的婴幼儿能够平等享受补贴的 待遇。 中央财政将设立共同财政事权转移支付项目"育儿补贴补助资金"，今年初步安排预算900亿元左右。对 于发放国家基础标准补贴所需资金，中央财政按照一定比例对地方予以补助，中央总体承担约90%。 "为方便群众申领，我们采取了相关便民措施。"王海东介绍，育儿补贴信息管理系统和公安、民政、人 力资源社会保障等部门建立了信 ...

育儿补贴具体何时申领？如何申领？由谁申领？本场新闻发布会给出了详细解答。 在申领时间上，各地将在8月下旬陆续开放育儿补贴申领，8月31日前各地全面开放育儿补贴的申领。 在申请方式上，育儿补贴主要通过全国统一的育儿补贴信息管理系统线上申领，各地省级政务服务平台 设置育儿补贴申领专区，支付宝、微信等第三方服务平台也开通了育儿补贴申领入口。同时，育儿补贴 的线下办理渠道和人工服务得到保留。 "8月下旬陆续开放育儿补贴申领""通过全国统一育儿补贴信息管理系统线上申领""中央财政今年初步安 排预算900亿元"……在7月30日召开的国新办新闻发布会上，国家卫生健康委等部门相关负责人披露了 育儿补贴的申领时间、申领渠道、申领方式等具体细节。 从2025年1月1日起,每孩每年发放育儿补贴3600元，至其年满3周岁。这项涉及千家万户的全新公共政 策，是结合我国当前发展阶段居民的养育成本和政府财力状况等多种因素，参考国际上育儿补贴的相关 情况，按照尽力而为、量力而行的原则综合确定的。 "育儿补贴是新中国成立以来首次大范围、普惠式、直接性向群众发放的民生保障现金补贴，是一项惠 民利民的重大举措。"国家卫生健康委副主任郭燕红在新闻发 ...